We are a veteran and family-owned firm specializing in Personal Income Tax Preparation and Retirement Tax Planning. 

 

Income Tax Preparation

For more than 50 years, we’ve proudly served clients throughout West Michigan. In recent years, we’ve expanded our virtual services, allowing us to work with clients nationwide.

We provide personalized service and strive to make the tax filing process as simple and stress-free as possible. For your convenience, you can drop off your documents, meet with us in person, or upload your tax documents through our secure client portal from the comfort of your own home.

Our firm is led by an Enrolled Agent, federally authorized to represent clients before the IRS.

Retirement Tax Planning

Using our innovative and proprietary 401(k) Tax Analyzer^SM, we help clients build a lifetime roadmap for minimizing taxes on retirement income. Our goal is to help clients make informed, strategic decisions about timing withdrawals and conversions from their retirement accounts, often resulting in meaningful tax savings.

Our approach has even drawn national attention—our 401(k) Tax Analyzer^SM was featured in a Forbes article exploring smarter strategies for retirement taxes.It was also featured in an article in International Business Times highlighting innovative entrepreneuers. 

 

Identity Theft and Audit Protection

Now included with every return...at no additional charge

We include Protection Plus $1 Million Tax Audit Defense and Identity Theft Resolution services with all of our 1040 tax returns.  With our expert assistance, you can face any tax notice or identity theft incident with confidence, knowing our dedicated team is in your corner.

Do you know what to do after receiving a tax notice from the state or IRS? If you file your 1040 tax return with us, you'll have access to up to $1,000,000 of services to find a resolution through our partnership with Protection Plus.  

Our Identify Theft Resolution includes:

• Fraud Alerts
• Notifying the right banks or agencies

• Alerting the local authorities

• Assistance with interpreting credit reports

• Credit monioring for six months after an incident

• and more!

Experience the difference when you file with us!